When do I need to share my business details for verification?
You may be asked to provide your business details to help verify your organization’s identity, maintain account security, and support compliance requirements.
Business verification may be required in the following situations:
When using a personal email address
If you are using an Essential or Free trial plans with a personal email address, such as Gmail, Yahoo, or Outlook.com, you may be asked to provide business details for verification.
Your account may be subject to document usage limits until verification is completed.
When your account reaches certain document usage limits
Additional verification may be required if your account sends or manages a high volume of documents. This helps confirm the legitimacy of your organization and ensure the platform is used appropriately.
During automated security and compliance reviews
Automated security systems continuously monitor account activity to help protect the platform and support compliance requirements. If additional validation is needed based on these automated checks, you may be asked to submit business details for verification.
When requesting plan or account limit upgrades
You may be asked to provide business details when requesting plan upgrades or increases to account limits, such as:
- Higher document usage limits
- Bulk send limit increases
- CC recipient limit increases
- Other account-specific limit increases
This helps verify your organization’s identity and support platform security and compliance requirements.
What information do I need to provide for verification?
If business verification is required, you may be asked to share the following information:
- Name
- Company name
- Company website address or a business social media profile (such as LinkedIn or Facebook)
- Company mailing address
- Company phone number
- Required document limit per day
- Company description, including details about your business, services, and intended use of BoldSign
Verification requirements may vary depending on your account activity, subscription plan, and security review status. If verification is required, you will receive a notification with instructions to complete the verification process.
Other than the scenarios listed above, you do not need to provide any business verification details. You can continue using your account without interruption.
